Robertson Stephens Wealth Management’s Constellation Energy CEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
1,003
-1,539
-61% -$497K 0.01% 439
2025
Q1
$513K Buy
2,542
+1,465
+136% +$295K 0.02% 355
2024
Q4
$241K Buy
+1,077
New +$241K 0.01% 512